Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.64B
AUM Growth
+$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$57.2M
3
+$53.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.3M

Top Sells

1
+$7.62M
2
+$5.14M
3
+$4.87M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$4.72M
5
FFIV icon
F5
FFIV
+$2.83M

Sector Composition

1 Energy 7.37%
2 Financials 4.56%
3 Technology 3.1%
4 Healthcare 2.38%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$51K ﹤0.01%
451
-48
1777
$51K ﹤0.01%
3,587
+2,562
1778
$51K ﹤0.01%
2,970
+1,286
1779
$50K ﹤0.01%
1,209
+100
1780
$50K ﹤0.01%
3,970
-165
1781
$50K ﹤0.01%
2,736
+2,640
1782
$50K ﹤0.01%
702
-578
1783
$50K ﹤0.01%
669
+506
1784
$50K ﹤0.01%
1,660
-487
1785
$50K ﹤0.01%
1,192
1786
$50K ﹤0.01%
1,004
+200
1787
$50K ﹤0.01%
5,860
1788
$50K ﹤0.01%
+2,500
1789
$50K ﹤0.01%
2,777
-598
1790
$50K ﹤0.01%
110
1791
$50K ﹤0.01%
1,157
1792
$49K ﹤0.01%
3,653
+2,796
1793
$49K ﹤0.01%
1,000
1794
$49K ﹤0.01%
1,948
+81
1795
$49K ﹤0.01%
+390
1796
$49K ﹤0.01%
+655
1797
$49K ﹤0.01%
1,650
+230
1798
$49K ﹤0.01%
5,598
1799
$49K ﹤0.01%
4,470
+3,660
1800
$49K ﹤0.01%
1,071
-122
70 71
72
73 74